Microsoft Reimaging Underwriting in the Era of Agentic AI

Underwriting is Changing. Fast.

Underwriting has always been the engine of insurance profitability and risk management - but legacy processes, fragmented data, and talent constraints are holding carriers back.

AI is now moving beyond decision support into something more powerful: agentic AOI - digital agents that collaborate with people, execute tasks, and help drive outcomes. As these AI agents mature, they are redefining how underwriting work gets done and what it means to be an underwriter in the years ahead.

This exclusive, invitation-only roundtable brings together senior insurance leaders to explore how agentic AI will reshape underwriting workflows, talent models, and decision-making and how carriers can responsibly scale these capabilities for real business impact.

What You'll Explore

In a candid, peer-driven discussion, participants will examine:

• How underwriting has shifted over the past 12-18 months - and what those shifts signal for AI-driven operating models.
• Where agentic AI is already delivering value across underwriting, and where its hitting friction.
• How to balance near-term ROI pressures with long-term modernization investments.
• The biggest barriers to scaling AI in underwriting - including legacy platforms, data integration, regulatory concerns, and change management.
• How the underwriter's role will evolve as AI agents become embedded teammates - and the skills, partnerships and governance models required to succeed.

This session is designed to be practical, strategic and grounded in real-world experience - not hype.

Featured Speaker & Co-Host

Jim DeMarco
Insurance Advisory Lead, Americas – Microsoft

Jim DeMarco is at the forefront of AI-driven transformation in insurance. As Microsoft's Insurance Advisory Lead for the Americas, he partners with executive teams at leading carriers to reimagine underwriting, claims and customer experience using advanced AI and digital platforms. 

With 25+ years spanning CTO, product, and go-to-market leadership roles, Jim brings real-world perspective on scaling innovation in highly regulated environments. He also teaches Digital Transformation Strategy at Northwestern University, shaping the next generation of industry leaders.

Request an Invitation

This is a private, invitation-only event for US based insurance executives.

To request an invitation or learn more, please register your interest below.